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302DIGITAL • ADVISORY
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03 · Automate

More cases. Same team.

Growth breaks the process you have now. More leads means more intake, more client calls, more status updates and more paperwork. We automate intake and client support so the people you have can handle more cases, without hiring at the same pace.

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Case workflow · ExampleFrom first contact to signed case and beyond
Owner
  • Capture and qualify new leadsAutomated
  • Book consultationsAutomated
  • Collect intake documents and recordsAutomated
  • Open the case in case managementAutomated
  • Send case status updatesAutomated
  • Answer routine client questionsAutomated
  • Review the case and advise the clientYour team
  • Negotiate, settle and litigateYour team
Illustration. Tasks vary by firm and practice area.
What’s included

What we set up.

Call and form tracking

Every call and web form is tied to the ad, search or page it came from.

Intake that runs itself

Every lead captured, qualified and scheduled, from every channel, day or night.

Client updates and support

Status updates and answers to routine questions go out on their own, so clients stop calling to ask where things stand.

Documents and data

Forms, records and signatures collected and filed to your case management.

Handoffs and tasks

Signed cases open in your case management with tasks assigned. No re-keying.

A monthly report

Calls, leads, reviews and rankings. Reported monthly, automatically.

Know what works

You pay for ads, listings and referrals. Do you know which ones sign cases?

Every call and form is tagged with where it came from, then followed through intake to a signed case. Reported monthly, automatically.

Where they find you
  • Google search
  • AI answers
  • Local Services Ads
  • Referrals
  • Billboards, TV and radio
What happens next
  1. Call or formTagged with its source
  2. IntakeAnswered and qualified
  3. Signed caseTraced back to the source
Simplified model for illustration. Not data.

Your judgment is the product. We build everything else.

How it works

Discover. Build. Launch. Refine.

  1. 1

    Discover

    We map how a new lead reaches you today, and where they get lost.

  2. 2

    Build

    Tracking, intake and follow-up, customized for your firm and your practice areas.

  3. 3

    Launch

    Installed once your back office is in order, so the added traffic gets handled.

  4. 4

    Refine

    We read the monthly numbers with you and tune what isn’t working.

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Where are the bottlenecks?

Tell us where clients get lost today. We’ll show you which step to start with and what it looks like for your firm.